Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TECTP (Tectonic Financial Inc PR) | -3.86% | 5.98% | 9.50% | 11.77% | NA | NA | NA | … | … |
Data as of 02/26/2026, Common starting date is 05/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TECTP (Tectonic Financial Inc PR) | 05/31/2019 | 02/26/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.98 | 9.50 | 11.77 | NA | NA | NA | … | … | -3.86 | 14.23 | 14.28 | 7.22 | 6.06 | 35.11 | -9.80 | 5.27 |
| Sharpe Ratio | NA | 0.21 | 0.34 | 0.59 | NA | NA | NA | … | … | -2.38 | 0.72 | 1.07 | 0.14 | 0.51 | 2.06 | -0.20 | 0.36 |
| Standard Deviation(%) | NA | 15.24 | 18.50 | 15.98 | NA | NA | NA | … | … | 10.48 | 15.76 | 9.97 | 26.06 | 9.13 | 17.05 | 49.49 | 21.72 |
| Draw Down(%) | NA | 11.52 | 20.33 | 20.57 | NA | NA | NA | … | … | 5.14 | 7.85 | 3.04 | 20.57 | 3.03 | 6.67 | 30.18 | 8.64 |
| Yield(%) | 0.00 | 10.77 | 10.26 | 10.77 | 6.31 | 4.21 | 3.16 | … | … | 2.59 | 11.10 | 10.63 | 8.70 | 8.51 | 10.49 | 8.58 | 4.42 |
Data as of 02/26/2026, Common starting date is 05/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TECTP (Tectonic Financial Inc PR) |
7.98%
Jun 2019 – Jun 2022 |
8.12%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TECTP (Tectonic Financial Inc PR) |
21.49%
Jun 2020 – Jun 2023 |
18.21%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart